Configuring Company Settings
Set your business identity, contact details, and compliance fields for your ERP workspace.
🧠Step 1: Access Company Settings
- From your dashboard, go to System Settings
- Click into the Company Settings section — this controls your workspace’s core business profile
đź“ť Step 2: Enter Company Details
| Field | Purpose |
|---|---|
| Company Name | Displayed across modules and headers |
| Address, City, State, Country, Zip/Post Code | Used for invoices, compliance, and regional logic |
| Telephone | Appears in the footer and contact modules |
| Email (From Name) | Sets the sender name for system emails |
🧾 Step 3: Add Legal & Tax Information
| Field | Purpose |
|---|---|
| Company Registration Number | Required for audit and legal compliance |
| System Email | Used for automated notifications and alerts |
| Tax Number | Toggle on/off based on jurisdiction |
| VAT/GST Selection | Choose based on your region’s tax model |
Tips:
- Use official, registered details — this affects invoices and audit logs
- Match tax settings to your accounting module setup
đź’ľ Step 4: Save Changes
- Click the blue Save Changes button at the bottom right
- Your updates will apply instantly across modules like Accounting, CRM, and POS
âś… Best Practices
- Keep company info consistent across tenants
- Review tax settings with your accountant or MSP
- Use a monitored system email for alerts and password resets
- Update address and registration details if your business relocates or rebrands
